"Also, the uncertainty of presidential election in the US,...

"Also, the uncertainty of presidential election in the US, whether it is a real uncertainty for the sector or just psychological barrier (i.e. who knows what would happen to claws)"

The CLAWS Hub is funded by the US DoD from it's funding allocation under the CHIPS Act. This act of congress was passed under the Biden administration, but the bill was initiated under the Trump administration. It received strong bipartisan support from the outset. There is much uncertainty connected with the outcome of the US elections later this year, but CLAWS funding is not one of them.

All IMO.